Real Estate

Special Needs Nonprofit CPA Services in Miami

Compliance, fund accounting, and reporting for Miami organizations serving individuals with disabilities.

Nonprofits serving individuals with special needs carry unique compliance responsibilities: Form 990 filings, fund accounting across restricted grants, Medicaid and Medicare waiver reporting, and often Uniform Guidance (Single Audit) requirements when federal funds are involved. Levine CPA and Advisors serves Miami special needs organizations with the disciplined accounting and compliance that lets programs run without financial surprises.

team
Our Experience
Our principals have advised Miami-area disability service organizations since 1984, through the Americans with Disabilities Act, the shift to Medicaid waivers, and today's focus on community-based service delivery. That long-term view lets us support boards with historical and regulatory context.
What Miami Special Needs Organizations Clients Need from a CPA
Form 990 Preparation
Full return with schedule support.
Uniform Guidance / Single Audits
For organizations receiving significant federal funding.
Fund Accounting
Restricted and unrestricted fund tracking.
Grant Compliance
Federal, state, and foundation grant reporting.
Special Needs Trust Coordination
Working with attorneys and trustees on trust accounting.
Payroll & Program Cost Allocation
Allocations across programs and grants.
Board & Regulatory Reporting
Board and licensing-agency reporting.
Why Levine CPA and Advisors for Special Needs Organizations
Uniform Guidance and Single Audit ready

Familiarity with 2 CFR 200 Subpart F and Yellow Book procedures.

Special needs trust coordination with estate counsel

SNT accounting and fiduciary reporting done in tandem with your attorney.

Medicaid waiver cost reporting fluency

Program-level cost reporting handled cleanly.

Board-facing financial packages

Statements built for boards and funders, not just internal review.

Schedule a consultation with your Miami Special Needs Organizations CPA.

Call (305) 912-0085 or schedule a consultation with Levine CPA and Advisors.

Schedule a Consultation
1. Program & Funding Discovery
Review services, Medicaid waiver revenue, grants, and prior 990s.
2. Fund Accounting Configuration
Set up restricted, unrestricted, and grant-specific tracking.
3. Compliance Baseline
 Confirm Uniform Guidance / Single Audit requirements and prep records accordingly.
4. Filings & Cost Reporting
 Form 990, Medicaid cost reports, and program allocations executed.
5. Trust & Governance Advisory
SNT coordination with estate counsel and board-level financial support.
Common Special Needs Organizations Client Situations We Handle
Nonprofits providing residential or day services
Advocacy and family-support organizations
Organizations receiving Medicaid waiver funding
Trustees of special needs trusts coordinating with counsel
Who We Work With in Special Needs Organizations
Levine CPA and Advisors supports a wide range of special needs organizations clients across Miami and South Florida:
  • Nonprofits providing residential or day services for adults with disabilities
  • Advocacy and family-support organizations
  • Organizations receiving Medicaid waiver funding
  • Adaptive sports and recreation programs
  • Trustees of special needs trusts coordinating with counsel
  • Foundations funding disability services
  • Autism support and treatment nonprofits
  • Vocational and job-placement services for adults with disabilities
Tax Strategies We Frequently Help Miami Special Needs Organizations Clients Implement
  • Medicaid waiver revenue cost reporting and reconciliation
  • Federal grant cost allocation under Uniform Guidance
  • Special needs trust (SNT) accounting and distributions
  • Program-based cost accounting across service lines
  • Reasonable compensation studies for key staff
  • Public support test planning for continued 501(c)(3) qualification
  • State and local exemption applications
  • Donor tracking and tax-letter compliance
  • Endowment and reserve fund planning
  • Group home and residential facility accounting
Common Tax Mistakes We Help Miami Special Needs Organizations Clients Avoid
  • Uniform Guidance / Single Audit threshold crossed without preparation
  • Uniform Guidance / Single Audit threshold crossed without preparation
  • Weak allocation of shared costs across programs
  • Special needs trust distributions treated inconsistently
  • Related-party transactions not disclosed on Form 990
  • Endowment and reserve accounting mixed with operating
  • Public support test math not monitored
  • Volunteer time recorded incorrectly on financials

What Our Clients Are Saying

Trusted by 500+ clients
5/5
google
Isaac Orzechowitz

I have been using this firm since 2005 as my accountants and advisors on complex businesses and tax matters. Jack has also successfully represented me at a complicated IRS matter. Professional, Extremely knowledgeable, straight forward, and personalized attention is what you can expect. I continue to recommend them highly.

google
Nathan Katz

Jack Levine has handled our taxes for 10+ years. We are very happy with the work he does. Our taxes are a bit complicated, but he handles everything easily, promptly, smoothly.

google
Nick Dubow

I have been a client since 2004. There are too many things to write in the little space allocated. The attention to detail and his knowledge of the tax law which changes often is comforting and one less thing to worry about. The best thing about my experience with Jack is his quick response to my email or call.

google
Jeff Marcus

Jack Levine and his incredible staff provided highly professional service in preparation of my 2024 tax return. They were extremely efficient and very pleasant through the process.

google
Michael Pereira

I have to tell everyone. Dont go anywhere else. I have done the shopping for you!. Jack and the entire organization did such a amazing job and truly went above and beyond!. He is extremely insightful and such a professional. From the initial phone call to our meeting in person, the pricing and the entire process was phenomenal. We operate a private bank and need only the top of the line infrastructures. I was in a time crunch and very stressed and they quickly were able to do such an amazing job.

google
Yisroel Biberfeld

I am very happy with the work that Steven and his team produces. The service was quick, but completely thorough, and they were always available to answer any questions I had, and give guidance I needed in a very timely manner. I would definitely recommend them to anyone looking for tax services!
Jack Levine and his incredible staff provided highly professional service in preparation of my 2024 tax return. They were extremely efficient and very pleasant through the process.
Jack Levine has handled our taxes for 10+ years. We are very happy with the work he does. Our taxes are a bit complicated, but he handles everything easily, promptly, smoothly.

FAQS

Frequently Asked Questions Answered

Does my nonprofit need a Uniform Guidance / Single Audit?
plus
Can you coordinate on special needs trust accounting?
plus
Do you handle Medicaid waiver funding reporting?
plus
How do I get started?
plus
Does my nonprofit need a Uniform Guidance / Single Audit?
plus
Can you coordinate on special needs trust accounting?
plus
Do you handle Medicaid waiver funding reporting?
plus
Can you help with reasonable compensation studies?
plus
Where We Serve
We support Real Estate clients across Miami and South Florida:
Related Services
The services most commonly used by our Miami Real Estate clients:
Also Serving
Related industries we work with:

Meet Your CPA

A family-run firm led by Jack Levine, CPA and Steven Levine, CPA, serving Miami since 1984:

From the Blog

Recent insights from Levine CPA and Advisors:

Schedule a Consultation with Your Miami Special Needs Organizations CPA

Levine CPA and Advisors has supported South Florida individuals, businesses, and organizations for more than 40 years. Call (305) 912-0085 or submit our contact form to schedule a consultation with a Miami special needs organizations CPA today.

Map showing locations in Miami Design District and Edgewater, including Jack Levine PA CPAs, Taco Bell, Whole Foods Market, and Magdalena Coffee & Houseplants near Albert Pallot Park.
Thank you! Your submission has been received and a member from the team will be in contact once we have a chance to review.
Levine CPA & Advisors logo with stylized LCA letters inside a rectangular border.
Oops! Something went wrong while submitting the form.